Purchases and Sales Made in Q4 2023 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q4 2023. The information is specifically focused on institutions that hold shares of XCEL ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
435New |
$23.9K - $27.5K
|
435
$29K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
433+ 1.02% |
$23.8K - $27.4K
|
43.1K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
426+ 15.12% |
$23.4K - $27K
|
3.24K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
407New |
$22.4K - $25.8K
|
407
$27.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
405New |
$22.3K - $25.6K
|
405
$27K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
400New |
$22K - $25.3K
|
400
$26.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
396New |
$21.8K - $25.1K
|
396
$26.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
375+ 10.05% |
$20.6K - $23.7K
|
4.11K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
375+ 5.78% |
$20.6K - $23.7K
|
6.87K
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
370+ 5.39% |
$20.4K - $23.4K
|
7.23K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
347+ 3.85% |
$19.1K - $22K
|
9.35K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
339+ 1.51% |
$18.7K - $21.5K
|
22.7K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
334+ 7.05% |
$18.4K - $21.2K
|
5.07K
$338K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
332+ 14.54% |
$18.3K - $21K
|
2.62K
$174K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
323+ 293.64% |
$17.8K - $20.5K
|
433
$28.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
316+ 5.89% |
$17.4K - $20K
|
5.68K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
298+ 6.9% |
$16.4K - $18.9K
|
4.62K
$307K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
289+ 1.06% |
$15.9K - $18.3K
|
27.6K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
287New |
$15.8K - $18.2K
|
287
$19.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
286+ 9.43% |
$15.7K - $18.1K
|
3.32K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
266New |
$14.6K - $16.8K
|
266
$17.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
264New |
$14.5K - $16.7K
|
264
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
246New |
$13.5K - $15.6K
|
246
$16.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
241+ 0.25% |
$13.3K - $15.3K
|
96.6K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
238+ 13.16% |
$13.1K - $15.1K
|
2.05K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
231+ 1.17% |
$12.7K - $14.6K
|
20.1K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
224+ 108.21% |
$12.3K - $14.2K
|
431
$28.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
224+ 1.89% |
$12.3K - $14.2K
|
12.1K
$805K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
222+ 3.68% |
$12.2K - $14.1K
|
6.25K
$416K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
210+ 4.0% |
$11.6K - $13.3K
|
5.46K
$364K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$11K - $12.7K
|
200
$13.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
198+ 0.28% |
$10.9K - $12.5K
|
70.4K
$4.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
182+ 0.89% |
$10K - $11.5K
|
20.6K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
171+ 31.32% |
$9.41K - $10.8K
|
717
$47.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
169+ 0.65% |
$9.3K - $10.7K
|
26K
$1.73M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
147+ 12.17% |
$8.09K - $9.31K
|
1.36K
$90.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
139+ 0.2% |
$7.65K - $8.8K
|
69.1K
$4.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
117+ 5.03% |
$6.44K - $7.41K
|
2.45K
$163K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
116+ 99.15% |
$6.38K - $7.35K
|
233
$15.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
114+ 17.65% |
$6.27K - $7.22K
|
760
$50.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
111+ 27.27% |
$6.11K - $7.03K
|
518
$34.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
110+ 2.97% |
$6.05K - $6.97K
|
3.81K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
108+ 0.38% |
$5.94K - $6.84K
|
28.7K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
103+ 92.79% |
$5.67K - $6.52K
|
214
$14.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
101New |
$5.56K - $6.4K
|
101
$6.73K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$5.5K - $6.33K
|
100
$6.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
96+ 51.61% |
$5.28K - $6.08K
|
282
$18.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
94+ 10.51% |
$5.17K - $5.95K
|
988
$65.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
92+ 0.08% |
$5.06K - $5.83K
|
117K
$7.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
91New |
$5.01K - $5.76K
|
91
$6.06K
|